New to the Industry.....Any Tips?
Need a Funder or Vendor? START HERE

Results 1 to 25 of 40

Hybrid View

  1. #1
    Senior Member Reputation points: 44171
    Join Date
    Aug 2017
    Posts
    404

    Jfeinberg, What CRM or platform did you use for your build-out?

  2. #2
    Senior Member Reputation points: 17365 jfeinberg's Avatar
    Join Date
    Dec 2013
    Location
    Rochester,NH
    Posts
    166

    Quote Originally Posted by Mynameisbob View Post
    Jfeinberg, What CRM or platform did you use for your build-out?
    Originally ZOHO, very good crm system with an incredible price point.

    Once we grew and needed more options, switched to salesforce.

Similar Threads

  1. Replies: 0
    Last Post: 03-08-2019, 04:36 PM
  2. Replies: 0
    Last Post: 09-29-2018, 09:07 AM
  3. 5 Effective Lead Nurturing Tips to Remember in the MCA Industry
    By Martinez N in forum Merchant Cash Advance
    Replies: 2
    Last Post: 06-13-2018, 02:31 AM
  4. Tips/Pointers for entering the ISO world
    By SCFunding in forum Merchant Cash Advance
    Replies: 99
    Last Post: 01-09-2017, 07:23 PM


Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  


INDUSTRY ANNOUNCEMENTS

Fed penalizes Evolve Bank
Cloudsquare unveils Cloudsquare Lend
Pipe secures $100M credit facility


DIRECTORY